See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,999 | $107,934+153.9% | $91,989+197.9% | $152,861+79.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.51% | 89.24%-65.7pp | 69.02%-45.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $4,828 | $4,210+14.7% | $3,452+39.9% | $4,762+1.4% |
| Participant deferral / active EE | $16,960 | $6,364+166.5% | $5,923+186.3% | $5,850+189.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |